デフォルト表紙
市場調査レポート
商品コード
1670105

米国の小売市場

Retail in the US


出版日
ページ情報
英文 120 Pages
納期
即日から翌営業日
価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=145.06円
米国の小売市場
出版日: 2025年02月28日
発行: Euromonitor International
ページ情報: 英文 120 Pages
納期: 即日から翌営業日
GIIご利用のメリット
  • 全表示
  • 概要
  • 目次
概要

2024年9月、米国連邦準備制度理事会(FRB)は2020年3月以来初めてフェデラルファンド金利を引き下げ、インフレのマクロ経済に終止符が打たれつつあることを示唆しました。2024年2月に発表された米国農務省の全食品消費者物価指数によると、インフレは収束の兆しを見せたもの、食料品価格は2019年の水準より平均で約25%高いままでした。食料品のインフレが長引くという消費者の認識は、小売支出全体に水を差しました。

当レポートでは、米国の小売市場について調査し、ハイパーマーケット、スーパーマーケット、ディスカウントストア、コンビニエンスストア、複合小売店、健康・美容関連小売店、衣料品・履物小売店、家具・調度品店、DIY・金物店、耐久消費財小売店などのチャネル別の分析を提供するとともに、業績や直面している課題などを提供しています。

目次

目次と表のリスト

エグゼクティブサマリー

動作環境

  • 非公式小売業
  • 実店舗の営業時間
  • 季節性
  • クリスマス
  • 新学期
  • 7月のプライムデー/クリスマス
  • 母の日

市場データ

免責事項

情報源

米国のコンビニエンスストア

主なデータ結果

2024年の発展

  • 2024年、インフレの影響がコンビニエンスストアに課題をもたらす
  • コンビニエンスストアの統合が続く
  • 革新的な調理済み食品別ブランド認知度の向上は2024年も続く

展望と機会

  • コンビニエンスストアの低価値成長予測
  • 小売メディアネットワークは予測期間中に拡大する見込み
  • Amazon Goがレジなし技術の成長を牽引

チャンネルデータ

米国のディスカウント店

主なデータ結果

2024年の発展

  • ディスカウント店は2024年のインフレ圧力から利益を得る
  • 2024年もアルディがディスカウントストアで首位を維持し、食料品アウトレットがそれに続く
  • ディスカウント店大手別買収が続く

展望と機会

  • 予測期間中、ディスカウント店は成長を続ける見込みだが、課題も抱えている
  • プライベートラベルは予測期間中に機会と課題の両方をもたらすだろう
  • テクノロジープロバイダーとの提携はディスカウント店の価値提案を強化するのに役立つ

チャンネルデータ

米国のハイパーマーケット

主なデータ結果

2024年の発展

  • 競合激化により、2024年にはハイパーマーケットの成長が鈍化する
  • ハイパーマーケットは引き続きWalmartが支配している
  • WalmartがVizio Mediaの買収を完了

展望と機会

  • ハイパーマーケットのオフライン小売業の成長は競合により制限される見込み
  • 食料品は予測期間中、ハイパーマーケットの業績にとって重要な位置を占め続ける
  • プライベートラベルへの投資は継続する見込み

チャンネルデータ

米国のスーパーマーケット

主なデータ結果

2024年の発展

  • スーパーマーケットはチャネル拡大のために小規模を検討している
  • AlbertsonsがKrogerによる買収提案を撤回へ
  • 2024年に「食料品店観光」がトレンドに

展望と機会

  • スーパーマーケットの成熟により、統合と価格圧力が高まる
  • スーパーマーケットは小売メディア技術の進歩から恩恵を受ける
  • Amazon FreshとAmazon Groceryがスーパーマーケットの形を変えるかもしれない

チャンネルデータ

米国の小規模な地元食料品店

主なデータ結果

2024年の発展

  • 低い利益率、高いインフレ、そして食料品大手が、地元の小規模食料品店に問題を引き起こしている
  • 店舗数の減少で食の砂漠化への懸念が深刻化
  • 州と地方自治体は、地元の小規模食料品店を維持するための創造的な解決策を見つける

展望と機会

  • 地元の小規模食料品店の今後の見通しは厳しい
  • 食料品チェーンの小型店舗の増加は、地元の小規模食料品店に影響を及ぼす可能性がある
  • 利便性のトレンドは専門店に困難をもたらす

チャンネルデータ

米国の雑貨店

主なデータ結果

2024年の発展

  • 百貨店の暗い未来が限定的なイノベーションを生む
  • バラエティストアは2024年にチャンスを逃し、わずかな成長しか見込めない
  • 象徴的なブランドが苦戦する中、百貨店はブティック形式を試している

展望と機会

  • 百貨店の見通しは暗い
  • 厳しいオンライン競合の中で、ドルストアは再び価格を引き上げざるを得なくなる
  • アウトレットの共食いが雑貨店を脅かし、家賃高騰が百貨店を圧迫

チャンネルデータ

米国のアパレルおよびフットウェアのスペシャリスト

主なデータ結果

2024年の発展

  • 割引モデルがアパレルと靴の専門店の成長を牽引
  • 実店舗型ファストファッションにとって悲惨な一年、SHEINは成長を続ける
  • 不動産業界の苦境と盗難の脅威の高まり

展望と機会

  • American Eagleがデュープカルチャーに反撃
  • 米国の中国輸入品に対する関税は世界のサプライチェーンの変化を促す
  • 苦戦する小売業者からカタリスト・ブランドが設立され、さらなる統合が進む

チャンネルデータ

米国の家電製品および電子機器のスペシャリスト

主なデータ結果

2024年の発展

  • インフレ、住宅不況、オンライン化が売上を圧迫
  • コーンズが閉店、他の小売業者も同じ運命を恐れる
  • 再生テクノロジーブランドのバックマーケットが消費者心理の再定義を推進

展望と機会

  • 家電・電子機器専門業者の苦戦続く
  • Best BuyがAmazonに対抗するためサードパーティのマーケットプレースを立ち上げる
  • 関税への懸念は家電・電子機器専門業者のサプライチェーンを再考させるだろう

チャンネルデータ

米国の健康と美容の専門家

主なデータ結果

2024年の発展

  • Sephoraの台頭、アルタの停滞、そして口紅効果の力
  • 薬局は2024年も厳しい一年を耐え、休息の兆しは見えない
  • 薬局は混乱が続く

展望と機会

  • ショップインショップの拡大とオンラインの混乱
  • 米国の薬局の不確かな将来
  • 美容ロイヤルティプログラムの重要性の高まり

チャンネルデータ

米国のホーム製品スペシャリスト

主なデータ結果

2024年の発展

  • 住宅不況と買い替えサイクルの中で売上が減少
  • 家庭用品や家具店の売上減少、小売店の倒産、低価格ブランドの成長
  • ホームセンターや園芸用品店の統合、再編、シフト

展望と機会

  • 家庭用品専門家の苦闘はまだ終わっていない
  • 消費者の行動が小規模な独立系ペットショップやスーパーマーケットへの移行を促す
  • 新大統領政権は家庭用家具に大きな影響を与えるだろう

チャンネルデータ

米国での直接販売

主なデータ結果

2024年の発展

  • 2024年も直販の売上は減少傾向
  • 2024年、破産や事業閉鎖が直接販売のトレンドに
  • Neora、米国連邦取引委員会に対して画期的な勝利を収める

展望と機会

  • 直接販売は予測期間中減少傾向を維持する見込み
  • 減量薬は直接販売チャネルを混乱させる
  • 新しい形のソーシャルコマースは機会と競合の両方をもたらす

チャンネルデータ

米国での販売

主なデータ結果

2024年の発展

  • 自動販売機の成長は2024年も安定
  • 空港の小売アプリとソーシャルメディアの革新は自動販売機に将来性を示している
  • スマート自動販売技術は損失を減らすことができる

展望と機会

  • 消費者の買い物方法の変化により、自動販売機は恩恵を受ける
  • UltaとSOSが提携し、スマートテクノロジーを使って美容製品を販売
  • 食品は自動販売機に成長機会をもたらす

チャンネルデータ

米国の小売eコマース

主なデータ結果

2024年の発展

  • 小売eコマースの成長は2024年も堅調に推移
  • Amazonは中国系ライバルとの激しい競合に直面
  • サードパーティマーケットプレイスは2024年に勢いを増す

展望と機会

  • ソーシャルコマースとサードパーティマーケットプレイスが小売eコマースの成長の鍵
  • ソーシャルメディアは検索と発見の革新に影響を与える
  • トランプ政権下では「De minimis」基準が引き下げられるか廃止される可能性が高い

チャンネルデータ

目次
Product Code: RTUS

In September 2024, the US Federal Reserve lowered the federal funds rate for the first time since March 2020, signalling a near end to the inflationary macroeconomy. While inflation showed signs of abating, grocery prices remained on average about 25% higher than 2019 levels, according to the US Department of Agriculture's all-food Consumer Price index, published in February 2024. Consumers' perception of lingering inflation on groceries dampened retail spending overall, and weighted value growt...

Euromonitor International's Retail in USA report offers insight into key trends and developments driving the industry. The report examines all retail channels to provide sector insight. Channels include hypermarkets, supermarkets, discounters, convenience stores, mixed retailers, health and beauty retailers, clothing and footwear retailers, furniture and furnishing stores, DIY and hardware stores, durable goods retailers, leisure and personal goods retailers. There are profiles of leading retailers, with analysis of their performance and the challenges they face. There is also analysis of non-store retailing: vending; homeshopping; internet retailing; direct selling, as available.

Product coverage: Retail E-Commerce, Retail Offline.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

  • Get a detailed picture of the Retail market;
  • Pinpoint growth sectors and identify factors driving change;
  • Understand the competitive environment, the market's major players and leading brands;
  • Use five-year forecasts to assess how the market is predicted to develop.

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

  • Retail in 2024: The big picture
  • Exceptionally high grocery prices in 2024 enter the political arena
  • China-affiliated competitors reset the landscape for retail e-commerce in the US
  • What next for retail?

OPERATING ENVIRONMENT

  • Informal retail
  • Opening hours for physical retail
  • Summary 1 Standard Opening Hours by Channel Type 2024
  • Seasonality
  • Christmas
  • Back to School
  • Prime Day/Christmas in July
  • Mother's Day

MARKET DATA

  • Table 1 Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2019-2024
  • Table 2 Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2019-2024
  • Table 3 Sales in Retail Offline by Channel: Value 2019-2024
  • Table 4 Sales in Retail Offline by Channel: % Value Growth 2019-2024
  • Table 5 Retail Offline Outlets by Channel: Units 2019-2024
  • Table 6 Retail Offline Outlets by Channel: % Unit Growth 2019-2024
  • Table 7 Sales in Retail E-Commerce by Product: Value 2019-2024
  • Table 8 Sales in Retail E-Commerce by Product: % Value Growth 2019-2024
  • Table 9 Grocery Retailers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 10 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 11 Sales in Grocery Retailers by Channel: Value 2019-2024
  • Table 12 Sales in Grocery Retailers by Channel: % Value Growth 2019-2024
  • Table 13 Grocery Retailers Outlets by Channel: Units 2019-2024
  • Table 14 Grocery Retailers Outlets by Channel: % Unit Growth 2019-2024
  • Table 15 Non-Grocery Retailers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 16 Non-Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 17 Sales in Non-Grocery Retailers by Channel: Value 2019-2024
  • Table 18 Sales in Non-Grocery Retailers by Channel: % Value Growth 2019-2024
  • Table 19 Non-Grocery Retailers Outlets by Channel: Units 2019-2024
  • Table 20 Non-Grocery Retailers Outlets by Channel: % Unit Growth 2019-2024
  • Table 21 Retail GBO Company Shares: % Value 2020-2024
  • Table 22 Retail GBN Brand Shares: % Value 2021-2024
  • Table 23 Retail Offline GBO Company Shares: % Value 2020-2024
  • Table 24 Retail Offline GBN Brand Shares: % Value 2021-2024
  • Table 25 Retail Offline LBN Brand Shares: Outlets 2021-2024
  • Table 26 Retail E-Commerce GBO Company Shares: % Value 2020-2024
  • Table 27 Retail E-Commerce GBN Brand Shares: % Value 2021-2024
  • Table 28 Grocery Retailers GBO Company Shares: % Value 2020-2024
  • Table 29 Grocery Retailers GBN Brand Shares: % Value 2021-2024
  • Table 30 Grocery Retailers LBN Brand Shares: Outlets 2021-2024
  • Table 31 Non-Grocery Retailers GBO Company Shares: % Value 2020-2024
  • Table 32 Non-Grocery Retailers GBN Brand Shares: % Value 2021-2024
  • Table 33 Non-Grocery Retailers LBN Brand Shares: Outlets 2021-2024
  • Table 34 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2024-2029
  • Table 35 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2024-2029
  • Table 36 Forecast Sales in Retail Offline by Channel: Value 2024-2029
  • Table 37 Forecast Sales in Retail Offline by Channel: % Value Growth 2024-2029
  • Table 38 Forecast Retail Offline Outlets by Channel: Units 2024-2029
  • Table 39 Forecast Retail Offline Outlets by Channel: % Unit Growth 2024-2029
  • Table 40 Forecast Sales in Retail E-Commerce by Product: Value 2024-2029
  • Table 41 Forecast Sales in Retail E-Commerce by Product: % Value Growth 2024-2029
  • Table 42 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 43 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 44 Forecast Sales in Grocery Retailers by Channel: Value 2024-2029
  • Table 45 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2024-2029
  • Table 46 Forecast Grocery Retailers Outlets by Channel: Units 2024-2029
  • Table 47 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2024-2029
  • Table 48 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 49 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 50 Forecast Sales in Non-Grocery Retailers by Channel: Value 2024-2029
  • Table 51 Forecast Sales in Non-Grocery Retailers by Channel: % Value Growth 2024-2029
  • Table 52 Forecast Non-Grocery Retailers Outlets by Channel: Units 2024-2029
  • Table 53 Forecast Non-Grocery Retailers Outlets by Channel: % Unit Growth 2024-2029

DISCLAIMER

SOURCES

  • Summary 2 Research Sources

CONVENIENCE RETAILERS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Inflationary effects challenge convenience retailers in 2024
  • Consolidation continues across convenience retailers
  • Building brand awareness with innovative prepared foods continues in 2024

PROSPECTS AND OPPORTUNITIES

  • Low value growth forecast for convenience retailers
  • Retail media networks set to expand in the forecast period
  • Amazon Go will lead growth in cashierless technology

CHANNEL DATA

  • Table 54 Convenience Retailers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 55 Convenience Retailers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 56 Sales in Convenience Retailers by Channel: Value 2019-2024
  • Table 57 Sales in Convenience Retailers by Channel: % Value Growth 2019-2024
  • Table 58 Convenience Retailers GBO Company Shares: % Value 2020-2024
  • Table 59 Convenience Retailers GBN Brand Shares: % Value 2021-2024
  • Table 60 Convenience Retailers LBN Brand Shares: Outlets 2021-2024
  • Table 61 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 62 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 63 Forecast Sales in Convenience Retailers by Channel: Value 2024-2029
  • Table 64 Forecast Sales in Convenience Retailers by Channel: % Value Growth 2024-2029

DISCOUNTERS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Discounters benefits from inflationary pressures in 2024
  • Aldi continues to dominate discounters in 2024, followed by Grocery Outlet
  • Acquisitions by the leaders in discounters continue

PROSPECTS AND OPPORTUNITIES

  • Growth set to continue for discounters over the forecast period, but with challenges
  • Private label will present both opportunities and challenges over the forecast period
  • Partnerships with technology providers will help discounters bolster their value proposition

CHANNEL DATA

  • Table 65 Discounters: Value Sales, Outlets and Selling Space 2019-2024
  • Table 66 Discounters: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 67 Discounters GBO Company Shares: % Value 2020-2024
  • Table 68 Discounters GBN Brand Shares: % Value 2021-2024
  • Table 69 Discounters LBN Brand Shares: Outlets 2021-2024
  • Table 70 Discounters Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 71 Discounters Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

HYPERMARKETS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Growth slows for hypermarkets in 2024, due to stronger competition
  • Hypermarkets continues to be dominated by Walmart
  • Walmart completes its acquisition of Vizio Media

PROSPECTS AND OPPORTUNITIES

  • Offline retail growth for hypermarkets set to be limited by the competition
  • Grocery will remain critical to the performance of hypermarkets over the forecast period
  • Private label investment likely to continue

CHANNEL DATA

  • Table 72 Hypermarkets: Value Sales, Outlets and Selling Space 2019-2024
  • Table 73 Hypermarkets: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 74 Hypermarkets GBO Company Shares: % Value 2020-2024
  • Table 75 Hypermarkets GBN Brand Shares: % Value 2021-2024
  • Table 76 Hypermarkets LBN Brand Shares: Outlets 2021-2024
  • Table 77 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 78 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

SUPERMARKETS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Supermarkets are thinking small to grow the channel
  • Albertsons moves to terminate its proposed acquisition by Kroger
  • "Grocery store tourism" trending in 2024

PROSPECTS AND OPPORTUNITIES

  • Maturity in supermarkets will lead to more consolidation and price pressure
  • Supermarkets will benefit from advances in retail media technology
  • Amazon Fresh and Amazon Grocery may reshape supermarkets

CHANNEL DATA

  • Table 79 Supermarkets: Value Sales, Outlets and Selling Space 2019-2024
  • Table 80 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 81 Supermarkets GBO Company Shares: % Value 2020-2024
  • Table 82 Supermarkets GBN Brand Shares: % Value 2021-2024
  • Table 83 Supermarkets LBN Brand Shares: Outlets 2021-2024
  • Table 84 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 85 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

SMALL LOCAL GROCERS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Low margins, high inflation, and grocery giants pose a problem for small local grocers
  • Dwindling outlet count exacerbates concerns about food deserts
  • State and local communities find creative solutions to retain small local grocers

PROSPECTS AND OPPORTUNITIES

  • Challenging outlook ahead for small local grocers
  • Growth of small-format stores from grocery chains may impact small local grocers
  • Convenience trend poses difficulties for specialist stores

CHANNEL DATA

  • Table 86 Small Local Grocers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 87 Small Local Grocers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 88 Small Local Grocers GBO Company Shares: % Value 2020-2024
  • Table 89 Small Local Grocers GBN Brand Shares: % Value 2021-2024
  • Table 90 Small Local Grocers LBN Brand Shares: Outlets 2021-2024
  • Table 91 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 92 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

GENERAL MERCHANDISE STORES IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Bleak future for department stores sparks limited innovation
  • Variety stores misses the ball in 2024, seeing only modest growth
  • Department stores toy with boutique formats as iconic brands struggle

PROSPECTS AND OPPORTUNITIES

  • Bleak outlook for department stores
  • Dollar stores will have to raise their prices again amidst stiff online competition
  • Outlet cannibalism threatens variety stores, while soaring rents pressure department stores

CHANNEL DATA

  • Table 93 General Merchandise Stores: Value Sales, Outlets and Selling Space 2019-2024
  • Table 94 General Merchandise Stores: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 95 Sales in General Merchandise Stores by Channel: Value 2019-2024
  • Table 96 Sales in General Merchandise Stores by Channel: % Value Growth 2019-2024
  • Table 97 General Merchandise Stores GBO Company Shares: % Value 2020-2024
  • Table 98 General Merchandise Stores GBN Brand Shares: % Value 2021-2024
  • Table 99 General Merchandise Stores LBN Brand Shares: Outlets 2021-2024
  • Table 100 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 101 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 102 Forecast Sales in General Merchandise Stores by Channel: Value 2024-2029
  • Table 103 Forecast Sales in General Merchandise Stores by Channel: % Value Growth 2024-2029

APPAREL AND FOOTWEAR SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Discount models drive growth for apparel and footwear specialists
  • Dismal year for bricks-and-mortar fast fashion as Shein continues its rise
  • Real estate struggles, and the rising threat of theft

PROSPECTS AND OPPORTUNITIES

  • American Eagle fights back against dupe culture
  • US tariffs on Chinese imports encourage shifts in global supply chain
  • Further consolidation as Catalyst Brands is formed from struggling retailers

CHANNEL DATA

  • Table 104 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 105 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 106 Apparel and Footwear Specialists GBO Company Shares: % Value 2020-2024
  • Table 107 Apparel and Footwear Specialists GBN Brand Shares: % Value 2021-2024
  • Table 108 Apparel and Footwear Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 109 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 110 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

APPLIANCES AND ELECTRONICS SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Inflation, housing slump, and online shift weigh on sales
  • Conn's says goodbye, and other retailers fear the same fate
  • Refurbished tech brand Back Market pushes to redefine consumer sentiment

PROSPECTS AND OPPORTUNITIES

  • Continued struggle for appliances and electronics specialists
  • Best Buy to launch a third-party marketplace to contend with Amazon
  • Concerns about tariffs will reimagine the supply chain for appliances and electronics specialists

CHANNEL DATA

  • Table 111 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 112 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 113 Appliances and Electronics Specialists GBO Company Shares: % Value 2020-2024
  • Table 114 Appliances and Electronics Specialists GBN Brand Shares: % Value 2021-2024
  • Table 115 Appliances and Electronics Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 116 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 117 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

HEALTH AND BEAUTY SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Sephora's rise, Ulta's stagnation, and the power of the lipstick effect
  • Pharmacies endures a bleak year in 2024, with no respite in sight
  • Pharmacies continues to see disruption

PROSPECTS AND OPPORTUNITIES

  • Shop-in-shop expansion and online disruption
  • The uncertain future of pharmacies in the US
  • Growing importance of beauty loyalty programmes

CHANNEL DATA

  • Table 118 Health and Beauty Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 119 Health and Beauty Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 120 Sales in Health and Beauty Specialists by Channel: Value 2019-2024
  • Table 121 Sales in Health and Beauty Specialists by Channel: % Value Growth 2019-2024
  • Table 122 Health and Beauty Specialists GBO Company Shares: % Value 2020-2024
  • Table 123 Health and Beauty Specialists GBN Brand Shares: % Value 2021-2024
  • Table 124 Health and Beauty Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 125 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 126 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 127 Forecast Sales in Health and Beauty Specialists by Channel: Value 2024-2029
  • Table 128 Forecast Sales in Health and Beauty Specialists by Channel: % Value Growth 2024-2029

HOME PRODUCTS SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Declining sales amidst housing slump and replacement cycle
  • Declining sales, retail bankruptcies, and the growth of budget brands for homewares and home furnishing stores
  • Consolidation, restructuring, and shifts for home improvement and gardening stores

PROSPECTS AND OPPORTUNITIES

  • The struggles of home products specialists may not be over
  • Consumer behaviour pushes a shift towards small independent pet shops and superstores
  • New presidential administration will have a major impact on home furnishings

CHANNEL DATA

  • Table 129 Home Products Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 130 Home Products Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 131 Sales in Home Products Specialists by Channel: Value 2019-2024
  • Table 132 Sales in Home Products Specialists by Channel: % Value Growth 2019-2024
  • Table 133 Home Products Specialists GBO Company Shares: % Value 2020-2024
  • Table 134 Home Products Specialists GBN Brand Shares: % Value 2021-2024
  • Table 135 Home Products Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 136 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 137 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 138 Forecast Sales in Home Products Specialists by Channel: Value 2024-2029
  • Table 139 Forecast Sales in Home Products Specialists by Channel: % Value Growth 2024-2029

DIRECT SELLING IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Another year of declining sales for direct selling in 2024
  • Bankruptcy and business closures mark direct selling in 2024
  • Neora experiences a landmark win against the US Federal Trade Commission

PROSPECTS AND OPPORTUNITIES

  • Direct selling set to maintain its declining trend over the forecast period
  • Weight loss drugs will disrupt the direct selling channel
  • New forms of social commerce present both opportunities and competition

CHANNEL DATA

  • Table 140 Direct Selling by Product: Value 2019-2024
  • Table 141 Direct Selling by Product: % Value Growth 2019-2024
  • Table 142 Direct Selling GBO Company Shares: % Value 2020-2024
  • Table 143 Direct Selling GBN Brand Shares: % Value 2021-2024
  • Table 144 Direct Selling Forecasts by Product: Value 2024-2029
  • Table 145 Direct Selling Forecasts by Product: % Value Growth 2024-2029

VENDING IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Growth in vending holds steady in 2024
  • Innovation in airport retail apps and social media show promise for vending
  • Smart vending technology can reduce shrinkage

PROSPECTS AND OPPORTUNITIES

  • Vending will benefit from changes in how consumers shop
  • Ulta and SOS team up to dispense beauty products using smart technology
  • Food offers growth opportunities in vending

CHANNEL DATA

  • Table 146 Vending by Product: Value 2019-2024
  • Table 147 Vending by Product: % Value Growth 2019-2024
  • Table 148 Vending GBO Company Shares: % Value 2020-2024
  • Table 149 Vending GBN Brand Shares: % Value 2021-2024
  • Table 150 Vending Forecasts by Product: Value 2024-2029
  • Table 151 Vending Forecasts by Product: % Value Growth 2024-2029

RETAIL E-COMMERCE IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Growth for retail e-commerce stays solid in 2024
  • Amazon faces strong competition from China-affiliated rivals
  • Third-party marketplaces pick up momentum in 2024

PROSPECTS AND OPPORTUNITIES

  • Social commerce and third-party marketplaces key to growth for retail e-commerce
  • Social media will influence search and discovery innovation
  • "De minimis" threshold likely to be lowered or cancelled under Trump administration

CHANNEL DATA

  • Table 152 Retail E-Commerce by Channel: Value 2019-2024
  • Table 153 Retail E-Commerce by Channel: % Value Growth 2019-2024
  • Table 154 Retail E-Commerce by Product: Value 2019-2024
  • Table 155 Retail E-Commerce by Product: % Value Growth 2019-2024
  • Table 156 Retail E-Commerce GBO Company Shares: % Value 2020-2024
  • Table 157 Retail E-Commerce GBN Brand Shares: % Value 2021-2024
  • Table 158 Forecast Retail E-Commerce by Channel: Value 2024-2029
  • Table 159 Forecast Retail E-Commerce by Channel: % Value Growth 2024-2029
  • Table 160 Forecast Retail E-Commerce by Product: Value 2024-2029
  • Table 161 Forecast Retail E-Commerce by Product: % Value Growth 2024-2029